HRCM
Hood River Capital Management Portfolio holdings
AUM
$7.16B
1-Year Return
73.55%
This Quarter Return
+37.23%
1 Year Return
+73.55%
3 Year Return
+445.89%
5 Year Return
+1,002.72%
10 Year Return
+7,216.95%
AUM
$3.02B
AUM Growth
+$718M
(+31%)
Cap. Flow
+$77.7M
Cap. Flow
% of AUM
2.57%
Top 10 Holdings %
Top 10 Hldgs %
24.07%
Holding
133
New
30
Increased
50
Reduced
18
Closed
28
Top Buys
| 1 |
Telos
TLS
|
+$59.5M |
| 2 |
Open Lending Corp
LPRO
|
+$46.6M |
| 3 |
Western Alliance Bancorporation
WAL
|
+$42.3M |
| 4 |
MasTec
MTZ
|
+$40M |
| 5 |
Cirrus Logic
CRUS
|
+$39.4M |
Top Sells
| 1 |
Plug Power
PLUG
|
+$166M |
| 2 |
Purple Innovation
PRPL
|
+$57.8M |
| 3 |
Tandem Diabetes Care
TNDM
|
+$42M |
| 4 |
IPHI
INPHI CORPORATION
IPHI
|
+$40.7M |
| 5 |
APi Group
APG
|
+$39.6M |
Sector Composition
| 1 | Technology | 27.77% |
| 2 | Healthcare | 23.88% |
| 3 | Industrials | 16.19% |
| 4 | Consumer Discretionary | 12.84% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Freshpet
FRPT
$2.6B
| $41.9M | 1.39% |
294,755
+6,082
| +2% | +$864K |
|
|
27
Plug Power
PLUG
$1.74B
| $41.8M | 1.38% |
1,231,934
-4,894,027
| -80% | -$166M |
|
28
TFI International
TFII
$7.87B
| $41.3M | 1.37% |
801,408
-229,570
| -22% | -$11.8M |
|
|
MDLA
29
DELISTED
Medallia, Inc.
MDLA
| $40.5M | 1.34% |
1,219,800
+459,057
| +60% | +$15.2M |
|
30
Texas Roadhouse
TXRH
$11.1B
| $40.4M | 1.34% |
516,908
+245,394
| +90% | +$19.2M |
|
|
31
MasTec
MTZ
$14.9B
| $40M | 1.32% |
+586,921
| New | +$40M |
|
|
32
Cirrus Logic
CRUS
$5.91B
| $39.4M | 1.3% |
+479,365
| New | +$39.4M |
|
33
Lattice Semiconductor
LSCC
$9.04B
| $37.1M | 1.23% |
808,963
+13,895
| +2% | +$637K |
|
34
Chart Industries
GTLS
$8.98B
| $36.5M | 1.21% |
309,774
-329,554
| -52% | -$38.8M |
|
35
Rush Street Interactive
RSI
$2.05B
| $34.4M | 1.14% |
+1,590,569
| New | +$34.4M |
|
36
Calix
CALX
$4.13B
| $34M | 1.13% |
1,142,377
-142,205
| -11% | -$4.23M |
|
37
LoveSac
LOVE
$257M
| $33.2M | 1.1% |
771,620
+88,729
| +13% | +$3.82M |
|
38
Boot Barn
BOOT
$5.76B
| $32.9M | 1.09% |
757,853
-314,170
| -29% | -$13.6M |
|
39
Nice
NICE
$8.81B
| $32M | 1.06% |
113,009
-19,162
| -14% | -$5.43M |
|
40
Integra LifeSciences
IART
$1.21B
| $31.3M | 1.04% |
482,813
+8,282
| +2% | +$538K |
|
|
NUVA
41
DELISTED
NuVasive, Inc.
NUVA
| $31.1M | 1.03% |
551,812
+9,329
| +2% | +$526K |
|
42
ON Semiconductor
ON
$20B
| $30.3M | 1% |
+926,506
| New | +$30.3M |
|
43
HealthEquity
HQY
$7.96B
| $30.2M | 1% |
433,647
+97,677
| +29% | +$6.81M |
|
44
Arrowhead Research
ARWR
$4.11B
| $30.2M | 1% |
393,263
+8,004
| +2% | +$614K |
|
45
Kornit Digital
KRNT
$667M
| $28.8M | 0.95% |
322,565
-31,340
| -9% | -$2.79M |
|
46
Clean Harbors
CLH
$12.8B
| $28M | 0.93% |
+367,820
| New | +$28M |
|
47
Onto Innovation
ONTO
$5.3B
| $27.3M | 0.9% |
+574,303
| New | +$27.3M |
|
48
Eagle Materials
EXP
$7.7B
| $27M | 0.89% |
+266,012
| New | +$27M |
|
49
nLIGHT
LASR
$1.46B
| $26.8M | 0.89% |
822,140
+249,043
| +43% | +$8.13M |
|
50
Fox Factory Holding Corp
FOXF
$1.2B
| $26.5M | 0.88% |
250,761
+5,241
| +2% | +$554K |
|